Loan Covenant Analyst

About the Role

CBRE Loan Services is seeking a Loan Covenant Analyst to support the ongoing administration and compliance of a commercial real estate loan portfolio. This role is responsible for reviewing loan documentation, setting up and monitoring loan covenants, and serving as a key point of contact for borrowers, lenders, and internal portfolio management teams. The ideal candidate will demonstrate strong attention to detail, effective communication skills, and the ability to manage multiple deadlines in a fast-paced environment.

• Review loan documents to identify financial and non-financial covenants and accurately set them up within the internal loan servicing system.
• Monitor exception and compliance reports. Periodically follow up with borrowers regarding outstanding or upcoming requirements.
• Perform basic customer service functions of answering borrower's questions via email and telephone about their commercial mortgages, what includes researching information to obtain proper answers.
• Follow up with borrowers on the status of loan covenants and report results to Senior Management, Portfolio Managers and Lenders.
• Contact borrowers to collect required financial statements and other reports and determine if loan obligations have been satisfied.
• Update internal loan servicing system and external Lender client systems with status of various lender consent items. Maintain accurate records and ensure adherence to internal policies, procedures, and service-level expectations.
• Assist Portfolio Managers and Portfolio Analysts in the day-to-day functions of Portfolio Management as needed.
• No formal supervisory responsibilities in this position.